Building New Data Sets
Creating New Data Sets "Reporting Data Sets" is where you go to select the information you want to include in reporting or to export out of the system. To access the reporting data set tools, from within GLM, click on the Reporting Data Sets tab from the Reports & Data Sets page. All sites will have five default reporting data sets listed in th...
Search while Building Data Sets
When building or editing a data set you can use the search option in the top right of the page to locate specific fields. To use the search box, just start typing the label of the question for which you are searching. As you type, the tab titles (Contact, Request, Application, etc.) will be updated with the number of times the text you have entered...
Combine/Rename Fields in Data Sets
To manually combine selected fields in a data set: Select the questions you want to report on as described above. Check the box next to them in the "Selected Fields" list on the right side of the screen. Click the box to Combine/Rename Fields When you combine the fields, you need to give the new "combined" field a new name. If you are combining resp...
Running a Report
You can run a new report as soon as you have saved the data set by clicking the Run New Report button in the upper right hand corner of your screen. Another way to create a new report is by clicking on the Run Report button associated with a data set you have already created under the "Reporting Data Sets" tab. Once you run a new report your data se...
Exporting Data from Reports
Once you have run a report, you can export it to an Excel, CSV, or PDF document. Click the export icon and choose your desired file type for the data. The data will then download to your computer. Tip: Even when you plan on working with the data in Excel, it is often easier to export to CSV, which will normally open in Excel....
Report Columns and Paging
You can adjust column widths and column order, hide columns, and change the number of rows that appear in the report. Click the left side of a column to drag and drop the column elsewhere in the report. Click the right side of a column and drag it in either direction to make the column larger or smaller. You can also hide columns you don't need (...
Sorting & Grouping Data in Reports
Sorting You can sort the contents of a column by clicking on the column and choosing the applicable sort option (A-Z or Z-A). You can also click the gear icon, then click Sort. Choose the column you'd like to sort, and the direction (ascending or descending). Then click Add. Repeat these steps if you'd like to sort more than one column of data. ...
Using Filters in Reports
An easy way to filter out unnecessary data before you run your report is to use the Pre-Filters stage. This stage allows you to select specific processes, request statuses, and form types to report on. If you choose to not select something, it will automatically be filtered out of your report when you run it for the first time. Tip: Example: Many ...
Using Formulas in Reports
Formulas offer a powerful way to transform the data in your report. Formulas allow you to perform functions within a report including: Perform mathematical functions on the data in your report Use logical functions to replace data Remove unwanted spaces or shorten text Format a number as currency or a percentage Format dates and time Remove decimal ...
Aggregating Data in Reports
After you add groups to your report, you can aggregate data within that group (or of the report as a whole if you are not using groups). This allows you to perform the following functions: Provide a total S um or an Average for any numeric data in the group Provide the Standard Deviation of numeric data in a group Count the number of rows in a group...
Crosstabs in Reports
A cross tab is a summary tool for analyzing the data in a report. For example, a crosstab in an evaluation report might look at the score given by each evaluator to each organization/applicant. A crosstab examining awarded grants might sum the amounts awarded by program area and process. Remember to save your changes after building a crosstab. The c...
Charts in Reports
You can add charts to a report by clicking the Chart button and selecting the chart you want to add. The reporting tool offers different types of charts. Each chart type has slightly different settings necessary to configure it. You may need to experiment with chart types and settings to get the results you want. Common charts: Pie charts or bar cha...
How to Build an Evaluation Report
These steps explain how to create a report to summarize evaluation data: In the Reports & Data Sets tab, click Add New Data Set. Give the Data Set a name and click Create Data Set. Choose the Processes and Request Statuses you’d like to include and click Save Filters. Select the fields you’d like to appear on this report, i.e. Project Name, Org...
Working with Data Collected on Evaluation Forms
Whether they are used by one person or many, evaluation forms are a great way to collect information from those who are reviewing LOIs and applications in your system. But working with data collected on evaluation forms can be different from working with other data in the system. Fortunately, GLM offers several ways for you to work with the data you...
Creating Weighted Scoring Questions in An Evaluation
There is no exact weighting that can be done within the form itself, but there are other options. The scoring questions allow you to choose a minimum and a maximum and the range is sequential or in other words, you can't skip numbers. This means you cannot have a scoring question with the options being 2, 4, and 6 but you can have one with the opti...
Creating an Overdue Follow Up Report
Follow these steps to build a report that shows any overdue follow ups: 1. Navigate to the Reports and Data Sources page. 2. Click “Add New Data Set” at the top right. 3. After you’ve named your data set and have been taken to the “Choose Pre-filters” page, make sure to select all processes that may include follow ups. Note this may include archived...
Exporting Data from Foundant and Importing it into FIMS
This tutorial will walk you through how to export information from Foundant GLM and import it into FIMS. These instructions are specific for importing into the FIMS Grants Module. Exporting Grants/Scholarships from Foundant and Importing Grants/Scholarships into FIMS - It is best practice to prepare your report after recording your decisions in GLM....
Using IIF Statements To Import Your Data Into FIMS
Many GLM users export their data out of GLM into FIMS regularly in order to cut checks and perform other accounting duties. Some field values differ between GLM and FIMS and therefore can not be imported without manually changing the value in Excel. For example, in GLM an approved grant’s status can be “Approved, Follow Up Draft, Follow Up Submit...
Create a Canceled Installments Report
If you have canceled installments for requests in GLM/SLM, the steps below will help you run a report to view that information in one place, and to view the remaining installment balance for a process(es). For a refresher on the basics of building a data set and running a report, refer to the Reports & Data Sets section of the Knowledge Base. ...
Include Related Form Data
When building a data set, consider checking the box for Include Related Form Data if you are changing the output to something other than One Row per Request. This allows data from related forms for a request to appear in a report that might not otherwise show that data. To explain why this is helpful, consider the example of running a report for ap...
Common Reporting Formulas
The dropdown list when adding a formula to a report contains many useful formulas. Below are some additional commonly used formulas for reference: Rename values (for example, if you want to create anonymous labels for evaluators in the report): IIF([Column] = “Bob”, “Evaluator 1”,IIF([Column] = “Joe”, “Evaluator 2”,IIF([Column] = “Mary”, “Evaluat...
Error When Running a Report
This article takes you through troubleshooting steps to address a reporting error. If you need additional assistance at any point, please reach out to the Support team (support@foundant.com). Problem When attempting to run a report, you encounter an error similar to the one below, referencing "a plugin." If the error message references a "hexadeci...